Economia

Handelsblatt reports news of a breakthrough in the Commerzbank deal and cites statements from Weidmann acknowledging that the decision is made and opening up to dialogue with Unicredit.

Poste’s semester closes with new highs in revenue, profitability, and profit. Meanwhile, CEO Del Fante is preparing the group for 2027: new Financial Hub, takeover bid on Tim, artificial intelligence, and reorganization of the office network.

Intel’s recovery continues, with second-quarter 2026 results exceeding expectations. However, it was the positive forecasts for the third quarter that truly excited the markets. Numbers, details, and context.

What the ECB has decided and will decide. Tina Fong’s perspective, economist, strategist, Schroders

The European Commission claims that Google violated the Digital Markets Act by favoring its services in search results and limiting competition on its app store. The company is considering an appeal. All the details.

From record accounts to relations with Berlin, up to the Mps and Generali dossiers: here’s how Unicredit’s CEO, Orcel, is reshaping the group’s strategy between European consolidation and caution on the domestic front.

The heat and the lack of tourists are hurting Moncler. Or at least in Europe, because sales are growing in Asia. But this is not enough to protect the stock, which is down more than 7% in Milan. Facts, figures, and comments.

Best semester and quarter ever, strengthened guidance, and Unlimited plan extended until 2030. Yet the stock falls on the Milan Stock Exchange, while investors focus on the Commerzbank dossier and the banking risk. Facts, figures, and insights.

Businesses, 33,000 more activities in the second quarter. Services and construction lead the way. Crafts are recovering. One third of the growth is concentrated in the South. This is what emerges from the Movimprese report, the statistical analysis conducted by Unioncamere and InfoCamere based on the Business Register of the Chambers of Commerce.

The assembly on June 25 approves all resolutions, but amid shareholder dissent over management compensation and the Chinese partner’s renewed rejection of the accounts, tensions in governance remain unresolved. Names, numbers, and details.

The massive investment plan in artificial intelligence is putting pressure on Oracle Group’s financial profile. Between debt, downgrades, and large data centers, here’s why the markets are increasingly focused on the tech giant.

Boeing has asked the United States government to urge the European Union for greater transparency regarding the €3.42 billion loan granted to Airbus by the European Investment Bank (EIB). All the details.

Donald Trump is ready to impose new tariffs on dozens of countries this week, replacing the temporary 10% regime expiring on Friday, despite warnings from his advisers about economic risks and pressures related to the high cost of living (ahead of the midterm elections).

The ECB’s next moves. Analysis by David Zahn, Head of European Fixed Income at Franklin Templeton.

First economic announcement from the Burnham government: removal of VAT on electricity bills to boost household purchasing power. Amid promises, criticisms, and uncertainties about public finances, here is what lies behind the plan.

The European Commission formalizes antitrust charges for an alleged cartel on the prices of additives for cement, concrete, and mortar. Manufacturers and trade associations in France, Germany, and Spain are involved. All the details.

China’s helium export ban is worsening the shortage of this essential gas used in microchips and medical equipment such as MRI scanners, driving up prices and threatening European technology and healthcare supply chains.

The Trump administration imposed 50% tariffs on a wide range of Canadian products as retaliation for alleged discrimination against American goods, reigniting the trade war and putting pressure on USMCA negotiations, while Ottawa declares itself ready to negotiate but threatens retaliation.

Samsung Biologics acquires PolyPeptide Group for $1.8 billion, strengthening its presence in peptide therapies by focusing on the growth of GLP-1 drugs for obesity and diabetes with one of the largest M&A deals in South Korean biopharma. Facts, figures, and comments.

The most urgent dossiers for the new Prime Minister Andy Burnham according to the markets. Analysis by Anthony Willis, Senior Economist at Columbia Threadneedle Investments.

The board of directors of Mps considers Intesa Sanpaolo’s takeover bid insufficient and counters with the Banco Bpm alternative. In the background, the moves of Crédit Agricole, Delfin, and other key players in the banking takeover game intertwine.

Since yesterday, major fashion companies can no longer incinerate or dispose of unsold goods in the European Union and must focus on reuse, recycling, and more accurate production planning. The luxury sector, in particular, will need to revise the management of stock and surpluses. Facts, figures, and comments.

Following the merger with Global Aerospace Technologies Group, Officina Stellare expands its technological scope with the acquisition of Mavel, a company specialized in the development of rare-earth-free electric motors and design platforms based on artificial intelligence. All the details.

Numbers and objectives of bond loans subscribed by Cdp for Unicredit

Quarterly profit falls by 34% to 538 million, below analysts’ expectations, and the stock drops over 6%. The group attributes the slowdown to the war in the Middle East but bets on growth and the consolidation of European air transport.

Pix, the free Brazilian instant payment system used by 80% of the population, has become a symbol of national pride after Trump’s attack, which unjustly accuses it of protectionism and harming Visa and Mastercard, while in reality it has expanded financial inclusion, reduced cash usage, and increased competition. The Economist report.

Between operational discipline, selective acquisitions, and new rules for ultra fast fashion, the first quarter of 2026 marks the beginning of a decisive phase. An in-depth analysis by Mario Sassi.

The legal geographies of the UniCredit-Linde case in Germany. An analysis by Luca Picotti, lawyer and author of “Invisible Lines,” taken from his LinkedIn profile.

The Panama Canal is experiencing a boom in energy traffic due to the crisis in the Strait of Hormuz, with record revenues, but it must face chronic droughts and increasing geopolitical tension between the United States and China. The Economist report.

The macroeconomic outlook for the second half of the year by Darrell Spence, Economist at Capital Group

Luxury brands focus on exclusivity, international tourism, and high-spending clientele to support a new phase of more selective and sustainable growth. Commentary by Flavio Cereda, Investment Director Luxury Brands at GAM.

The pharmaceutical industry’s heavy reliance on Gulf routes makes drug production vulnerable to delays, price increases, and potential shortages in the event of a blockade of the Strait of Hormuz. Commentary by Mike Kelley, Senior Credit Analyst at Invesco.

Why European banks appear attractive today. Analysis by David Barker, Investment Manager European Equities at GAM

The Castellucci case and the highway dilemma. Liturri’s commentary

Government bonds: Fed heading for a rate hike, Europe recovering. Commentary by Mauro Valle, Head of Fixed Income at Generali Asset Management.

The next trillion-dollar sector. Analysis by Francesco De Leo Kaufmann, economist and business executive.

Not only Hormuz, what financial markets are watching. The perspective of Anthony Willis, Senior Economist at Columbia Threadneedle Investments.

From Harmont&Blaine to the supermarket chains Rialto, MD, Magazzini Gabrielli, and RetailPro, as well as Butan Gas, the Antitrust Authority has imposed fines totaling over 2.5 million euros for parasitic activities that improperly associated company brands with the Milan-Cortina 2026 Winter Olympic Games. All the details.

Eli Lilly’s bet on AtaiBeckley, the biotech backed by Peter Thiel, establishes psychedelics as the new frontier for Big Pharma to revolutionize mental health. Facts, figures, and commentary.

The speech by the General Secretary of Fabi, Lando Maria Sileoni, during today’s meeting at Abi for the renewal of the national collective labor agreement for bank employees.

Angelini Pharma completes the acquisition of the US-based Catalyst Pharmaceuticals as Cdp Equity enters the capital with a 23.5% stake and a €1 billion investment to support the group’s growth in Brain Health, rare diseases, and research and development. All the details (and the financiers of the operation).

Consob gives green light to Poste’s €10.8 billion takeover bid: the subscription period starts on July 20, while Tim prepares for the board meeting called to evaluate the offer. Here’s what changes between synergies and the return of the State, albeit indirectly, in telecommunications.

The Trump administration announces a 25% tariff on thousands of Brazilian products for unfair trade practices, a move set against a backdrop of political tensions and the White House chief’s support for the son of former Brazilian President Bolsonaro in the October elections.

Recordati’s board of directors approves Respighi BidCo’s €10.7 billion takeover bid by majority, but the independent directors consider the price too low and Intermonte urges shareholders not to accept. Facts, figures, and discontent.

The supervisory inspection report from Bankitalia confirms the critical issues regarding factoring, credits, and internal controls, and imposes new adjustments on Bff. Meanwhile, rumors are circulating about a possible restructuring involving Banco Bpm, Amco, and other interested parties.

The startup Stripe and the fund Advent International (formerly involved with Nexi) have submitted a $53 billion offer to acquire PayPal, which has been struggling for years due to increased competition in the payments sector. All the details.

The results of Biogen’s experimental drug study for Alzheimer’s show positive signs in reducing tau protein but fail to convince on clinical benefit. The stock drops up to 8.2% on Wall Street, and analysts express doubts. Facts, figures, and comments.

Words, numbers, mea culpa, and hopes (towards the State) by Fabrizio Larini, president of Aiscat, the association that brings together highway concessionaires

The fourth edition of the iliadship project expands its offering with the inclusion of La Sapienza University, Scaleway, and Treccani Academy, and strengthens support for university students through scholarships, specialized training, and mentorship programs.